Advisor-Managed DAFs are now live on Altruist
Advisors can now lead their clients' giving alongside everything else they manage, with the DAF as a fully managed investment sleeve.
Advisors can now lead their clients' giving alongside everything else they manage, with the DAF as a fully managed investment sleeve.
Clients already talk with their advisor about taxes, estate plans, and family, and charitable giving should come up in the same conversation.
Another week, another Endaoment release! Let's get to the goodies: Giving Charities you can find and support * Group rulings: A charity covered by a group ruling can now be found and granted to even when it does not have its own line on the IRS public charity list,
"The UIP is alone in being the only programmatic solution to idle donor-advised funds that we've seen in production happening at scale. It serves as an important community-powered grant-making vehicle that reflects our value of throughput."
Advisors can bring up giving, help clients plan their gifts, and take care of the ongoing work. A DAF can make that part of the service.
Another week, another Endaoment release! Let's get to the goodies: π¨ Giving experience * Gift donor form: When you start a gift, the form now fills in the fund's donor of record so you do not have to retype those details. * Donor-focused wording: Fund and gift messages
Hold an Endaoment donor-advised fund? Back a ResearchHub proposal in checkout. The grant (like magic) goes to the eligible nonprofit behind it thanks to our newest API integration.
A charitable institution should make it possible to follow the money entrusted to it. We built that expectation into how Endaoment operates.
Another week, another Endaoment release! Let's get to the goodies: π¨ Donor experience Docs and fund pages A few polish items that make everyday use smoother: * Product documentation: Legal-document links now send donors and nonprofits to the right section of each policy page. * Fund pages: Private or missing
Charitable giving should work with the assets people own, the advisors they trust, and the causes they want to support.
Nouns-backed stream badge on the Universal Impact Pool, with live on-chain funding progress.
Another week, another Endaoment release! Let's get to the goodies: β‘ Performance Activity feeds just got a whole lot snappier: * Faster activity feeds: activity now loads in pages with a βload moreβ control, so feeds open quickly and stay responsive no matter how much history they hold. π‘οΈ Security * Up-
Release Notes
Another week, another Endaoment release! This one is mostly behind-the-scenes work to make the platform faster, partner-friendlier, and easier to reconcile. Let's get to the goodies: π€ Partnerships * Streamlined Partner User Provisioning: A new dedicated path for partner platforms to provision donors directly, with stronger guarantees
Release Notes
Another week, another Endaoment release! This week's update is a small but meaningful one β focused on quality-of-life fixes and behind-the-scenes improvements: π§ Polish & Reliability * Small fixes throughout: A handful of behind-the-scenes improvements to keep things humming. π‘οΈ Security * Routine dependency upgrades: We pulled
Release Notes
Another week, another Endaoment release! Let's get to the goodies: π€ Partner Integrations * Partner access to public fund portfolio data: Partner platforms can now display the holdings of public Endaoment funds directly on their own surfaces, without requiring their users to sign in. This brings parity with what donors
Release Notes
Another week, another Endaoment release! Let's get to the goodies: π§ Bug Fixes Partner Integrations * Reliable search for integrator partners: Partners building on top of Endaoment can now search organizations and funds through their integration without unexpected access errors. The same anonymous search experience now works consistently whether a
Release Notes
Another week, another Endaoment release! Let's get to the goodies: π§ Operations Global Giving Payouts * Streamlined Payouts: Organizations onboarded through Global Giving now receive funds via wire transfer, simplifying their payout process. π‘οΈ Reliability Stability * Image Processing: Updated core image processing library for improved stability β‘ Performance Build & Deploy * Faster
Release Notes
Another week, another Endaoment release! Let's get to the goodies: β‘ Platform Improvements Pricing & Data * Upgraded Stock Pricing: We've moved to a faster, more reliable stock pricing provider with automatic fallback, ensuring you always see accurate market data for your portfolio. * Nonprofit Data Refresh: Our nonprofit
Release Notes
Another week, another Endaoment release! Let's get to the goodies: π§ Bug Fixes Grant Wizard * Execute Suggestion Fix: Fund managers can now correctly execute pending grant suggestions on behalf of donors. Previously, clicking "Execute" on a suggestion would incorrectly show "No funds with grantable balance available&
Release Notes
Another week, another Endaoment release! Let's get to the goodies: β‘ Workflow Improvements Faster Grant Processing * Streamlined Transfer Approvals: Transfers created during distribution rounds are now automatically approved, reducing processing time. Grants with special instructions continue to receive careful manual review before approval. π What's Next These improvements
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Research Hub discovered Endaoment through organic conversations on social media. The team immediately recognized Endaoment as the missing piece of their infrastructure.
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Justin Pullaro, of Core Planning, discovered Endaoment and immediately saw what traditional DAF providers were missing: a platform designed for collaboration, not just transactions.
Release Notes
Another week, another Endaoment release! Let's get to the goodies: βοΈ Platform Improvements Performance & Reliability * Optimized Session Replays: We've fine-tuned our error monitoring to be more efficient, ensuring we capture the important moments while staying within resource limits. Security Enhancements * Enhanced Frame Protection: Added additional
Release Notes
Here's what's new across the Endaoment platform this week β covering both frontend and backend updates. Let's get to the goodies: π€ Partner Integration Support Platform partners can now perform actions on behalf of their managed users, enabling seamless integration for DAF-as-a-Service offerings.